Job Description

About Visory  
At Visory, we're all about empowering businesses to unlock their full potential. We supercharge their financial back-office by connecting them to a marketplace of certified Experts backed by our platform of best practice workflows. The result; clean books, oversight of key financial indicators and freedom from their back-office.

Since our launch in early 2020, we've been revolutionising how businesses in Australia & New Zealand handle their financial management with our team of ambitious and talented individuals across finance, customer success, product, and engineering. We are a diverse and geographically distributed team that is customer and technology obsessed.

We’re building our community of Visory Certified Experts in the US, so if you're a freelance bookkeeper or finance professional looking to make a difference by helping ambitious SMEs manage their back-office finances, we want you on board!

• Start by introducing yourself through our online application form and demonstrate your expertise during our virtual assessment process.

Step 2: Chat with our Team

• We'll arrange a time that works for you to have a conversation about your experience, where we'll go into more detail about your specific skills and knowledge, and ensure that any questions you may have are answered.

Step 3: Get Certified

• Once you're ready, we'll invite you to finalise your certification, which includes compliance checks, your contract and an invitation to complete comprehensive training courses. This certification will enhance your skills and equip you to deliver top-notch services to our clients.

Step 4: Receive Work Offers

• Your journey as a Visory Certified Expert begins here! We'll match you with customers and jobs that align with your abilities, preferences and industry specialisations. Expect rewarding opportunities to grow your income while making a meaningful impact.

Step 5: Choose Your Workload

• Enjoy the flexibility of remote work and select how much you want to take on. Whether it's a small job per week or working with multiple customers, you have the freedom to tailor your work commitments to suit your preferences.
  

What you’ll do as a Visory Expert:

Deliver back-office finance services: you’ll manage a portfolio of clients, working from files that have been cleaned up for you.

You’ll be delivering tailored bookkeeping workflows for our clients, including;

• Bank statement processing
• Bank transaction processing
• Management of fixed assets
• Manual General Journal Entries (GJEs)
• Accounts Payable
• Accounts Receivable
• Processes at month end to finalise the month including inter-entity reconciliation
• Financial management
• 1099 preparation and lodgement

Some key things you’ll need to be aware of:

• This application process is open to individuals who are located in the US only
• We’re looking for experienced bookkeepers we can partner with for the long-term, and utilise your knowledge & experience of the US bookkeeping landscape for SMBs
• You'll have opportunities to frequently connect with our New-York based team, however a lot of our operations still occur in Australia, so you may receive communication from us outside of normal office hours due to the time difference
  

What you might love about being a Visory Certified Expert:  

• Flexibility  – we’ll pair you with bookkeeping engagements that fit your skills and schedule – with Visory you have the freedom and support to control your own schedule  
• Consistency  – we focus on long-term fit when pairing you with engagements, giving you consistent work month on month 
• Remote-first  – we are a remote first team with the tools to help you thrive, and so you can be based anywhere in the US
  

We can’t wait to hear from you if you…

• Are a Xero-certified advisor or have extensive industry-experience of working in Xero and hold a solid understanding of adjacent back office technology e.g. Gusto Payroll
• Are located in one of the following US states (California, Iowa, Nebraska, Texas, Illinois, Minnesota, Kansas, Indiana, North Carolina or Missouri).
• Are deeply knowledgeable in all things bookkeeping and back office finance, from daily reconciliation to preparing complex reports
• Have a track record of independently managing books, preferably through your own client base or via contracting/freelancing
• Have your own laptop or computer that you’re comfortable working from
• Find working remotely and using online messaging and video conferencing second nature
• Are looking for some extra work to utilise your extensive experience and fill up your spare time

Upon receiving your application to join us, we will contact you within a week, however this may be longer at times due to the volume of applications we receive. 

Sometimes our emails might go to your junk mail – please check there if you haven’t heard from us within this timeframe.

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